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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Default Checkbook ID f...
Microsoft Dynamics GP (Archived)

Default Checkbook ID for Bank Deposit Entry?

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Posted on by POOCH 105
Hi, For those days when we are entering a lot of bank deposits, we would like the Checkbook ID to be set to a default value on the Bank Deposit Entry window. I found documentation that advises to use Bank Reconciliation Setup to select a default Checkbook ID, but I can't get it to work. I went to Microsoft Dynamics/GP --> Tools --> Setup --> Financial --> Bank Reconciliation, which opens the "Bank Reconciliation Setup" window which has on the right side a field where I can select the default for Checkbook ID. I made a selection there, but it doesn't apply when I get to Bank Deposit Entry. In fact, I've gone to several windows (including Reconcile Bank Statements) and I have yet to see where the default Checkbook ID selection is applied. Perhaps this feature is just broken. Any idea how to set a default Checkbook ID for Bank Deposits Entry? Thanks,

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  • POOCH Profile Picture
    POOCH 105 on at
    Re: Re: Re: Default Checkbook ID for Bank Deposit Entry?
    Thanks, guys, for the good ideas.
  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,220 Super User 2024 Season 2 on at
    Re: Re: Default Checkbook ID for Bank Deposit Entry?

    Alternatively, you could throw a little code in there to automatically select the correct Checkbook when you open the window.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Default Checkbook ID for Bank Deposit Entry?

    Call it a missing feature. It was not intended to be used as a default for the Bank Deposit window. The help file says it only works for the Bank Transaction Entry window:

    Checkbook ID

    Enter or select a checkbook ID to appear as the default checkbook ID when you’re entering transactions using the Bank Transaction Entry window.

    One thing that you might want to do is to record a macro under Tools->Macro that goes through the motions of opening the window and selecting the Checkbook ID. You can save this macro and then add it as an external shortcut to the navigation bar. You will have the added advantage of being able to have several shortcuts, one for each Checkbook ID, on the navigation bar.

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